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ClearPlan Financial, Inc.

Contact: Jonathan Petrie CFP
Work 6470 New Taylor Rd. -1 Orchard Park NY 14127 Work Phone: 716 312-7424 Website:


certified financial planner professional CFP retirement planning health insurance life insurance tax preparation income and estate tax insurance planning wealth management


Courtesy evaluation of 45 minutes to review financial topics.

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6470 New Taylor Rd. Orchard Park NY 14127

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